Michelle Kopenski
Batavia,NY
Summary
Insightful Insurance Sales Agent bringing 5 years of insurance product and policy management expertise to growing organization. Focused and analytical with passion for client satisfaction and team goal achievement.
Experienced with identifying and capturing sales opportunities in competitive markets. Utilizes strategic approaches to build strong client relationships and increase revenue. Strong understanding of sales techniques, customer needs analysis, and effective negotiation strategies.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Senior Medicare Sales Specialist
Independent Health Association Inc.
05.2022 - 01.2025
- Built rapport with customers and assessed needs to make product recommendations and upsell.
- Educated customers about product features and benefits to aid in selecting best options for each individuals' needs.
- Built strong client relationships through consistent communication and effective problemsolving.
- Provided first-rate service to all customers and potential customers.
- Demonstrated product features, answered questions and persuasively overcame objections.
- Increased sales revenue by developing and implementing strategic sales plans.
- Coached junior sales team members on best practices, contributing to their professional development and overall success.
- Increased sales with execution of full sales cycle processing from initial lead processing through conversion and closing.
- Selected correct products based on customer needs, product specifications and applicable regulations.
- Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
Life Insurance Broker
Multiple Insurance Companies
11.2021 - 04.2022
- Maintained high standards of customer service by building relationships with clients.
- Provided coverage option information to assist clients in protecting assets.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Obtained underwriting approval by completing application for coverage.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
Auto Insurance Agent
GEICO, Government Employees Insurance
03.2017 - 12.2020
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Developed costumer relationships and made sure that they had everything they needed and understood what they had.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
Pharmacy Technician
Rite Aid Pharmacy
11.2012 - 01.2016
- Answered incoming phone calls and addressed questions from customers and healthcare providers.
- Calculated dosage, filled prescriptions and prepared prescription labels with absolute accuracy.
- Counted and labeled prescriptions with correct item and quantity.
- Stocked, labeled and inventoried medication to keep accurate records. Along with making sure scripts were filed away in order on a daily basis.
- Made sure the que was caught up on as well as making sure any incoming scripts were done in a timely manor.
Education
Bachelor of Science - Nutrition/ Dietetics
SUNY Buffalo State
Buffalo, NY01.2024
Associate of Applied Science - Nutrition
Niagara County Community College
Sanborn, NY01.2014
Skills
- Insurance Program Analysis
- Insurance Policy Sales
- Client Prospecting
- Policyholder Communication
- Clientele Development
- Time Management
- Records Maintenance
- Service-Oriented
- Critical Thinking
- Relationship Building
- Data Entry
- Relationship building
- Client relations
- Sales expertise
- Sales presentations
- Territory management
- Product recommendation
- Customer needs assessment
Certification
Licensed as an insurance agent/ broker for Life Accident and Health
Timeline
Senior Medicare Sales Specialist
Independent Health Association Inc.
05.2022 - 01.2025
Life Insurance Broker
Multiple Insurance Companies
11.2021 - 04.2022
Auto Insurance Agent
GEICO, Government Employees Insurance
03.2017 - 12.2020
Pharmacy Technician
Rite Aid Pharmacy
11.2012 - 01.2016
Associate of Applied Science - Nutrition
Niagara County Community College
Bachelor of Science - Nutrition/ Dietetics
SUNY Buffalo State
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